أخبار السوق

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المصدر: Barrons وكالة أنباء

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عام أهمية متوسطة

Big Tech Stocks Could Extend Rally After ‘Momentum Shock'

Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.

المصدر: Barrons

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Software Just Passed Its First Test

Palantir Technologies Inc. delivered exceptional Q2 results, driving IGV and software sector outperformance with 93% YoY revenue growth and robust forward guidance. iShares Expanded Tech-Software Sector ETF's resilience is supported by strong earnings from Microsoft, ServiceNow, and cybersecurity leaders like Fortinet, validating the sector's recovery from April lows.

المصدر: Seeking Alpha

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المصدر: Zacks Investment Research وكالة أنباء

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عام أهمية متوسطة

Energy Transfer Q2 Earnings Beat Estimates on NGL Growth, View Up

ET's second-quarter earnings beat estimates as record NGL volumes and stronger crude activity drive growth, prompting a higher 2026 EBITDA outlook.

المصدر: Zacks Investment Research

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

The AI Bubble Burst To Resume: Sell The Rally

The recent bounce is likely short-covering of AI losers in the aftermath of the Situation Awareness blowup, aided by temporary falling oil prices. The LLM Token Expenditures Index continues to fall, now 41% below the peak, and this will be reflected in Q3 earnings for hyperscalers.

المصدر: Seeking Alpha

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المصدر: Market Watch وكالة أنباء

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عام أهمية متوسطة

Stocks could soar in August. Here are six potential drivers.

Tom Lee, head of research at Fundstrat, outlined the reasons he thinks stocks could reach a new high this month.

المصدر: Market Watch

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Mission Deflation: China, Chips, And The AI Price War

Alibaba Group Holding Limited may be the clearest public-market winner from China's AI price war, using Qwen to attract developers while monetizing the real prize: Alibaba Cloud, distribution, and ecosystem scale. DeepSeek, Qwen3.8-Max, and other Chinese models are collapsing the cost of intelligence and redrawing the global price-performance frontier, leaving mid-tier models trapped between 'not smart enough' and 'not cheap enough.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

thyssenkrupp: The Conglomerate Discount Is Being Distributed Back To Shareholders

thyssenkrupp A G is transforming from a conglomerate into a financial holding company, unlocking value through spin-offs and direct shareholder participation. Q2 results show margin expansion and operating leverage, with adjusted EBIT rising to €198 million despite weak sales and ongoing restructuring costs. Spin-offs like TKMS and tk accelis establish transparent market values, enabling direct and indirect shareholder exposure while addressing the conglomerate discount.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Markets Move Into Record Territory - Again

Is the doom and gloom over? Earnings boost markets. Caterpillar powers Dow; Palantir helps boost Nasdaq.

المصدر: Seeking Alpha

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المصدر: Zacks Investment Research وكالة أنباء

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عام أهمية متوسطة

ASE Technology Surges 82% in 6 Months: Buy, Sell or Hold the Stock?

ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.

المصدر: Zacks Investment Research

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

The Easy Way To Get The Inflation Rate To 2%

Chairman Warsh reaffirms the Fed's unwavering commitment to a 2% inflation target, using Core PCE as the primary measure for now. Despite alternative inflation gauges like Trimmed Mean PCE showing lower rates, the Fed should resist changing its preferred metric mid-cycle.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

EWY: This Volatile Stock Market Is Now The Most Attractive

Korea, via the iShares MSCI South Korea ETF (EWY), now offers an attractive entry point after a severe deleveraging-driven selloff. Samsung and SK Hynix posted record operating profits and maintain strong forward growth, despite recent earnings volatility and consensus misses.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

5N Plus Inc. (VNP:CA) Q2 2026 Earnings Call Transcript

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Securitize: Earnings Preview After Going Public

Securitize Corp. has gone public via SPAC and experienced significant post-merger price declines. SECZ traded as high as $13.50 as CEPT, with a redemption value floor at $10 per share. Post-merger, SECZ's share price has dropped below $7, sparking notable retail investor anxiety.

المصدر: Seeking Alpha

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المصدر: CNBC International TV وكالة أنباء

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عام أهمية متوسطة

Rystad Energy more optimistic on Middle East diplomatic solution

Rystad Energy Chief Economist Claudio Galimberti discusses the latest factors affecting oil and LNG prices as well as the prospects for a diplomatic resolution to the Middle East conflict.

المصدر: CNBC International TV

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